Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,284 | $159,978-24.8% | $147,041-18.2% | $145,978-17.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 20.12% | 98.36%-78.2pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $6,892 | $5,288+30.3% | $4,935+39.6% | $4,662+47.8% |
| Participant deferral / active EE | $14,400 | $8,429+70.8% | $8,071+78.4% | $6,690+115.3% |
| Admin fee / account holder | $1,996 | $15,053-86.7% | $13,006-84.7% | $13,400-85.1% |